The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 376 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Microsoft screws channel partners by cutting renewal commissions to 5%
“Microsoft screws their channel program partners. What do they do? They give them a nice 30% commission on the first year, and a nice five percent commission on the second year when the customer renews.”
Martin: Bootstrapped SaaS Grows 6.7% Faster Than VC-Backed Past $10M ARR
“Another statistic that I saw was SaaS median growth rate over ten million ARR is 24%, so growth goes down obviously a little bit as you're scaling the organization.
However, if you split out venture-backed companies, Bootstrapped actually grows 6.7% faster
Tha…”
Lynn: Majority of created art has outperformed the S&P 500
“At least for the majority of art created, it's outperformed the S&P.”
Jonathan Herzog claims SEO disinformation generated 100,000 false headlines post-launch
“Immediately thereafter, a targeted Systematic disinformation campaign was launched, where if you Google my name, Jonathan Herzog, on a computer and hit the news tab, you will see 100,000 of false headlines improperly indexed through SEO manipulation to myself,…”
Michael Litt claims Box artificially lowers CAC by filing hosting under COGS
“Historically, actually, and this may be an interesting backtrack is, is Box, right? When they host someone's files for free, right? In my opinion, that's a customer acquisition cost because you're paying for that content, but you know, they file that away as a…”
Rampton: Pixloo patent covered 360-degree photos and was widely infringed
“Yeah, so there was a technology, primarily we owned a patent. Or, I mean, that was probably our biggest asset was we owned a patent where if you take a camera and spin it 360 degrees. We own that patent. So pretty much. Yeah. Any photographer in the world has …”
Novoselsky: 65% of B2B Searches Start on Social, Not Google
“Here's the stat that's really alarming, is 65% of the B to B search starts on social, not on Google.”
Total India and SE Asia MarTech market is only $150M to $200M
“So the challenge for us is that the Indian market is actually quite small, even though the customer base is very large companies don't pay a lot of money yet. So the email market plus the martech business put together would probably be just about 150 odd milli…”
Miles: Salad is the world's fourth largest supercomputer
“We're now the world's fourth largest supercomputer.”
O'Shull: Derive is the only fleet software writing to vehicle ECUs
“And that's really the secret sauce in the enterprise fleet management space. Nobody's doing that. Everybody's reading from the ECU to do telematics and all that kind of stuff. Nobody is really writing back to it.”
McKelvey: Apple kicked VeriFone out of Apple Stores after Square attack
“He ended up upsetting Apple, and Apple kicked them out of the Apple store.”
Eisenberg: Nexar covered more road mileage in 9 months than Google Street View
“We've already covered in, you know, like nine months more mileage than Google Street View has in all its existence.”
Malinan: Shopify caps videos at full HD and lacks adaptive delivery
“Shopify limits your videos to full HD. You cannot have a video which is higher resolution than that. Also, they kill the quality. They don't have the adaptive delivery and just the overall performance is, is just terrible.”
Singh: PAR Is Second-Best Performing Sub-$10B Public Software Stock
“In that sort of sub-ten billion dollar software, we're the best performer sans one company over the last one, three, five years.”
Singh: PAR Technology founders invented the point-of-sale terminal in 1978
“In 1978, our founders invented the point of sale terminal.”
Martin: Y Combinator startup cohort shifted from 16% to 82% remote post-COVID
“Pre-COVID, Y Combinator saw that 16% of their startups were started remotely. Today, this cohort, 82% are partially or fully remote.”
Afsahi: Competitors lack B2B fraud data for China, Russia, Middle East
“None of our competitors provide their, any data from regions like China or Russia, Middle East, and we include all of these data in our databases as well.”
Patel: Canva reached $1M MRR roughly 30 days after launching
“They're one of the fastest companies to ever hit a million dollars in MR. I think they did it in 30 days or something like that of launching.”
Martin: GitLab operates with thousands of employees but conducts zero meetings
“Multi-billion dollar company. Public now. Incredibly successful. They don't do meetings at all. I have a couple thousand people. They don't do meetings.”
Nassar: Clearbit and Seamless.ai Miss Professional-to-Consumer Links
“You know, rocket reach seamless.ai clear bit. There's several of them that exist out there. And a lot of them use the same kind of waterfall of vendors that exists, but what they're not doing is they're not tying the professional profile with the consumer prof…”
Stripe pays $350k for mid-range software engineers in Ireland
“I mean, I see on these boards on Reddit that Stripe are paying 350 K for mid-range engineers. I mean, that's madness in Ireland.”
Siddhar: $50 Per Eight-Minute Answer Beats Traditional Expert Hourly Rates
“The average time that you spend asking a question is eight minutes. And if you make 50 dollars in eight minutes is more than any other expert networks paying experts in an hourly basis.”
Twitter bought Crashlytics for 'well over' $100M, correcting $38M reports
“It was yeah, it wasn't 38. It was over a hundred, well over a hundred.”
Hayes: StartEngine does not require companies to list all revenue
“No, we don't have to always, we don't have to list all of our revenue on Start Engine. You don't have to do that.”
Schneider: Salto syncs SaaS configurations, whereas Zapier just moves data
“If you think about Zapier that you just mentioned, they are connecting more the data at Move. We are connecting the configuration of all those tools, and we are synchronizing the configuration. So if you think about this, there are three parts here. There is t…”
Yang: Yva.ai is probably only HR tool integrating collaboration sources
“We are the only company in the world, probably, at least I don't know anyone else, who connects system to collaboration sources like Microsoft Teams, Select, Jira, GitHub, and other collaboration circles.”
Britton: All market research competitors must buy users from programmatic platforms
“We own the app. We own the brand. We own the users. Every other company actually has to buy users from a programmatic audience platform. If they want to provide an audience, we were almost, we have a vertical model.”
Resonant claims monopoly on 3D acoustic wave filter modeling software
“We are the only ones that have a tool like this that allows us to do three-dimensional modeling of acoustic wave filters.”
No competitor offers online equipment insurance policies in seven minutes
“There's essentially no place you can go sign up and have a policy in about seven, eight minutes, right? You don't have to speak to anybody. You just sign up basic information and you actually get the policy.”
Filipchuk: Party.Space does not compete with Hopin
“So we don't compete with Hopin because Hopin is not providing corporate events.”
Chowdhury: A FeedSauce co-founder is Apple's head of marketing
“And one of our co-founders is the head of marketing at Apple as well.”
RiteKit invented auto-hashtagging technology, says founder Saul Fleischman
“Auto-hashtagging, we invented that.”
Santens: European companies absorb about half of VAT increases on average
“We also see in Europe, too, that around, on average, about half of that is passed on, and about half is absorbed”
Pysh: Bitcoin hashing power shifted significantly from China to North America
“So like, I would tell you in the 2017 timeframe, you had an enormous amount of the hashing power coming out of China. Today, I would argue you have a, you've had a massive shift of hashing power come into the North America region.”
Pompliano: China's demographic trajectory mirrors the US 50 years ago
“Demographically China is basically doing what the U.S. Did, you know, 50 years ago, right? They've got a much younger population and kind of the way that they're growing.”
Olark Created the First Floating Website Chat Box Widget
“And then over time because we are the first people who put this little floating chat box on the internet that created some virality. So like, you know, someone adds this to the site they see it's Olark and then they want it for their own site. Nowadays, that s…”
Eruimy: Shopify locks users in by owning their merchant data
“Because Shopify, you, you're in a closed environment. So your data are owned by Shopify. And if you want to shift to something else, you have to rebuild your store from scratch.”
Mattress companies typically traded at 3x to 4x revenue in 2018
“It's valued on the basis of maybe three or four times revenue.”
Fessler: Total Market for IP Protection Is Under $50M
“I would be surprised if the size of the total market today For intellectual property protection is more than 25 or fifty million dollars.”
Ghosh: Rwango is the only Wi-Fi proximity marketing company globally
“And we are the only guys in the world who do wifi based proximity marketing.”
Mediaocean claims to be the only adtech firm covering all media types
“We're the only ad tech company that is across all those media types.”
Engman: Climeon is over 50% more efficient than its nearest competitor
“So we are more than 50% more efficient than the number two.”
Grant Cardone publicly predicted Jeremy Haynes's agency would fail within four months
“Grant actually followed that up with going on Cardone Zone and then saying that I'd publicly fail in four months.”
Schreiber: No one had ever bought or sold freight online before Freightos
“And take into account that before Freighthouse, no one had ever sold freight online, and nobody had ever bought freight online.”
Korber: BreezoMeter is the only provider publishing accuracy reports
“We are the only company in the world, probably the only authority in the world that publish its accuracy. On a very clear, you can download accuracy reports in our website.”
Dream Funded was first SF platform approved for non-accredited investors
“We're fortunate that we're the first platform in Silicon Valley in San Francisco to receive the approval to allow they call it non-accredited investors to invest.”